+38.0%
DELL vs LII
-36.0%
+74.0%
-46.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | -2.0% | +5.6% | +3.9% |
| 7D | -22.6% | -0.6% | -22.0% | -22.5% |
| 30D | -43.2% | -4.6% | -38.6% | -42.7% |
| 3M | -24.8% | -21.2% | -3.6% | -20.4% |
| 6M | +38.0% | -36.4% | +74.4% | +57.2% |
| All | +38.0% | -36.0% | +74.0% | +57.2% |
Cumulative growth
Daily Returns
Daily percentage return beside LII.
Daily Out/Under-Performance
Portfolio return minus LII return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LII return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 6mo: compounded portfolio wealth divided by compounded LII wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
6mo analysis · Full analysis span regression · 6 months rolling